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- IT Users
- Business Users
The roles of both users differ at Company side and Partner side.
| Company | |
|---|---|
| IT Users | Business Users |
Can view Have all tabs in the task pane
| Can view Have Partners, Transactions, and Dashboard tabs
|
Can manage all the transactions (create, edit, and delete templates) | Can only view all the transactions |
| Can invite users and partners | Can only invite partners |
Can view Have My Profile, My Company, and Users options in the Account.
| Can view Have My Profile and My Company optionoptions
|
| Can invite users and partners | Can only invite partners |
| Partner | |
|---|---|
| IT Users | Business Users |
Can view Have two tabs in the task pane
| Can view Have two tabs in the task pane
|
| Can invite users | Can't invite users |
| By default, partner role is IT user | |
Perform the following steps to invite users:
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